Financial performance
Revenue, margins, guidance, backlog, capital expenditure and segment trends.
A journal for networking and telecoms
A journal for networking and telecoms
Corporate strategy coverage
Following earnings, leadership changes, acquisitions, divestitures, funding, partnerships and capital allocation across networking, telecom, cloud and AI infrastructure.
Coverage architecture
Converge Digest tracks the business decisions that determine how infrastructure markets evolve. Coverage includes quarterly results, guidance, executive transitions, mergers and acquisitions, venture funding, restructuring, strategic partnerships, manufacturing investment and the capital programs behind new network and compute capacity.
Revenue, margins, guidance, backlog, capital expenditure and segment trends.
Acquisitions, divestitures, integrations and portfolio restructuring.
CEO and board transitions, organizational changes and operating priorities.
Funding rounds, strategic investments, joint ventures and ecosystem agreements.
Latest reporting
Cisco has extended its commercial technology sponsorship of the McLaren Mastercard Formula 1 Team, using the renewed agreement to promote its AI-ready networking, security,…
QumulusAI announced that its common stock is expected to begin trading on the Nasdaq Global Market on Thursday, July 16, 2026, under the ticker symbol QMLS,…
Zayo appointed former Verizon executive Sowmyanarayan Sampath as CEO, effective September 1, 2026, as the fiber network operator enters its next phase of expansion…
IBM reported preliminary second-quarter 2026 revenue of $17.2 billion, up 1% year over year, as stronger Red Hat growth and distributed infrastructure sales failed…
Ericsson’s second-quarter 2026 results point to several structural shifts underway across the telecom equipment market: operators remain disciplined on radio access network spending, software…
SK Hynix shares rose roughly 13% in their U.S. market debut on Friday, closing at $168.01 after the South Korean memory manufacturer priced its…
Sabey Corporation and National Real Estate Advisors added Ares Secondaries funds as a minority equity investor in Sabey Data Center Properties (SDCP), expanding the…
Comcast announced plans to separate its media and entertainment operations into a standalone publicly traded company while retaining its broadband, wireless, and connectivity businesses…
Orange has appointed Usman Javaid as its new Chief AI Officer, effective September 1, 2026, as the operator accelerates the deployment of artificial intelligence across its…
Nokia Bell Labs has appointed Guru Parulkar as the new Head of Bell Labs Research, placing a veteran networking researcher and entrepreneur in charge…
Adtran named Anne DelSanto as an independent member of its Board of Directors, effective July 1, 2026, adding an executive with more than three…
Ciena appointed Grant Hoffman as Chief Supply Chain Officer and elevated Brodie Gage to Chief Product and Technology Officer (CPTO), strengthening its executive leadership…
Marvell Technology announced that Dan Durn will become Chief Financial Officer effective June 15, 2026, succeeding Willem Meintjes, who will remain in an advisory…
Topic explorer
Use these curated entry points to move from the category overview into specific technologies, markets and the reporting attached to them.
Company ecosystem
Company hubs connect current reporting with longer-term coverage history and editorial context.